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Research and Markets: “Inflation, Redistribution, Emerging Markets and why Investors Should Adopt a More Absolute Return-Oriented Mindset”, JP Smith, IRF
Manage episode 349673221 series 3363621
IRF represents high-quality and differentiated Independent Research and Alternative Data Providers. This is the third episode of the IRF Research and Markets Podcast series, available on Apple, Spotify and Google.
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In this edition experienced market practitioner, JP Smith examines the analysis and views of the IRF's best-in-class Independent Research Providers on the outlook for inflation, China, emerging markets and the Russia/Ukraine conflict.
JP outlines the shift in the market environment compared with the post-GFC period from 2009 to 2020 and suggests strategies for investors to preserve the real value of their assets.
Independent Research Providers mentioned in this episode include: Aitken Advisors, Minack Advisors, Talking Heads Macro, Andrew Hunt Economics, Teneo, J Capital Research, CrossBorder Capital, The pH Report, Independent Strategy, Alef Advisory, Totem Macro and Emerging Advisors Group.
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